Plan Snapshot
- Plan Sponsor: Washington And Lee University
- Sponsor EIN: 540505977
- Sponsor Address: 204 WEST WASHINGTON STREET, LEXINGTON, VA, 244502122
- Plan Type: 401(k)
- Total Participants: 1,044
- Total Assets: $436.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,044 | $436.9M | $7.7M | $7.6M |
| 2023 | 1,079 | $407.5M | $7.3M | $7.3M |
| 2022 | 1,288 | $365.3M | $7.0M | $6.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TIAA | NONE | $226,015 | — | $226,015 |
| SAGEVIEW ADVISORY GROUP, LLC | NONE | $99,303 | — | $99,303 |
| FIDELITY INV INST OPER COMPANY, INC | NONE | $51,752 | — | $51,752 |
| INSERO AND COMPANY, CPAS, P.C. | NONE | $16,625 | — | $16,625 |
| INSERO AND CO. CPAS, LLP | Auditor | $16,625 | — | $16,625 |
| THE ANGELL PENSION GROUP, INC. | NONE | $8,012 | — | $8,012 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- SAGEVIEW ADVISORY GROUP, LLC — NONE
- FIDELITY INV INST OPER COMPANY, INC — NONE
- INSERO AND CO. CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $418,332
- Estimated Expense Ratio: 0.096% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $401,707 | $99,303 | $234,027 | $16,625 | — |
| 2023 | $349,235 | $109,621 | $1,207 | $13,650 | — |
| 2022 | $372,191 | — | $295,517 | — | — |